With significant investments in alternative assets, superannuation funds are facing enormous scrutiny from regulators on valuations and transparency. Can funds withstand the rigours and demands of required portfolio holdings disclosures and ensure their governance frameworks are up to the challenge?
In this webinar, we’ll look at how to communicate the value to members through three lenses – regulatory, governance, and practical considerations. Some of the topics include:
- Balancing the issue of regulation against the court of public opinion. Will we see more member activism, litigation and pressure on trustees and funds to disclose more?
- The emerging trends and methodologies around valuation, and how this sits within a governance framework
- Size matters – global views on taking specific account of carbon and net zero impacts as well as how Australia’s largest funds are approaching valuations and disclosures.
Chaired by Graeme Mather, our speaker line-up includes:
Ruth Stringer, Consultant, Herbert Smith Freehills
Ian Jedlin, Managing Director, Kroll
Sarah Adams, Group Executive, Strategy, Reputation and Corporate Affairs, AustralianSuper
Anjana Mora, Portfolio Manager – Direct Asset Oversight & Enhancement, Aware Super
Brian Cook, Managing Director, Renewable Power Group, Brookfield (Live from New York)
This webinar—for trustees, CROs, investment and valuation committees, legal teams, compliance and risk teams, as well as the wider C-suite audience—will look at the changing regulatory environment, the increased challenges that funds face around asset valuations and how funds can respond. Don’t miss this opportunity to hear everything you need to know from the experts and ask questions.
More speakers to be announced soon.
Ian Jedlin a Managing Director for Kroll in their Valuations practice based in Sydney. Previously he was a partner with KPMG in their valuations practice for over 26 years. Most recently he had been a member of KPMG’s Global Valuations Leadership Committee and the Head of Valuations for Asia Pacific.
Ian has more than 25 years’ experience in the preparation of public fairness reports and valuations of shares, companies and businesses. He has extensive experience in all aspects of valuation work including financial reporting, acquisitions and disposals, restructuring and demutualisations and tax related matters.
His valuation experience extends across a variety of industries with particular experience in financial services, media and technology, infrastructure and property. He has also led a number of major projects in relation to state and federal-owned assets.
Ian received his bachelor’s degree in Economics from Macquarie University and his Masters of Commerce from the University of NSW. He is a member and Accredited Business Valuation Specialist of the Institute of Chartered Accountants in Australia and New Zealand, a Senior Fellow of the Financial Securities Institute of Australasia and a graduate member of the Australian Institute of Company Directors.
Group Executive, Strategy, Reputation & Corporate Affairs, AustralianSuper
Sarah is responsible for leading a number of functions that set the strategic direction of AustralianSuper, understand members, support the Investments program, enhance the Fund’s reputation, communicate their purpose and advocate to improve member outcomes. Sarah joined the Fund in June 2020. She previously held senior executive roles in the private sector, including General Manager Corporate Affairs for Coles Group and senior leadership positions within the Federal government.
After graduating from ANU, Sarah practiced as a solicitor specialising in employment law. She also holds a Masters of Law and Global Executive MBA from the University of Sydney, and is a graduate of the Australian Institute of Company Directors.
Brian Cook is a Managing Director in Brookfield’s Renewable Power Group, responsible for portfolio management. He was previously Chief Financial Officer in Brookfield’s energy marketing group and Senior Vice President, Finance, for Brookfield Renewable Partners.
Prior to joining Brookfield in 2008, Brian held senior finance and investment positions at a major Canadian mutual fund company.
Brian holds a Bachelor of Commerce degree from the University of Guelph, the Chartered Financial Analyst designation and is a member of the Chartered Professional Accountants of Canada. He is also on the investment committee for the Terry Fox Foundation and The Ottawa Hospital Foundation.
Brian is based in Brookfield’s New York office.
Anjana joined Aware Super (formally known as First State Super) in January 2015 as a Senior Investment Analyst based in Sydney. Anjana is currently a Portfolio Manager in the Direct Asset Oversight & Enhancement team. She is responsible for working with the investment team on ongoing asset management, board governance, monitoring and reporting on the performance of the internally managed unlisted assets across the infrastructure and real assets and property portfolios.
Prior to Aware Super, Anjana was a Senior Analyst for six years at Perpetual Limited, responsible for research coverage for the International Shares, Private Equity and Absolute Return asset classes. Prior to this, Anjana was a Manager at PricewaterhouseCoopers for four years, responsible for the development and review of valuation models for mergers and acquisitions, capital raisings, and other corporate finance transactions, primarily focusing in the energy, property and infrastructure industry sectors.
Anjana holds a Bachelor of Mathematics & Finance (Honors) from the University of Wollongong (2004). She is also a Graduate of the Australian Institute of Company Directors and a CFA Charter holder.
Graeme is a senior investment and superannuation industry leader with over 25 years of investment experience. For the past five years, Graeme has been a board director of Schroders Australia, responsible for their sales, product and marketing functions.
Prior to this he spent 18 years with Mercer in both London and Sydney, leading their investment and actuarial consulting business for Australia and New Zealand.
He is an Associate of the UK Society of Investment Professionals and a member of the CFA Institute.